Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,011 | $112,729-81.4% | $98,716-78.7% | $137,256-84.7% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 20.44% | 38.48%-18.0pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,910 | $2,725-29.9% | $2,279-16.2% | $4,156-54.0% |
| Participant deferral / active EE | $2,329 | $4,640-49.8% | $4,048-42.5% | $6,407-63.6% |
| Admin fee / account holder | $104 | $10,129-99.0% | $8,703-98.8% | $12,270-99.2% |